CA Rupesh Lakhotia Maheshwari — Associate Consultant

I’m a Chartered Accountant and Finance Transformation professional with strong expertise across Oracle EPM Cloud (EPBCS, FCCS, ARCS, EPRCS), planning processes, financial modelling, reporting, and analytics. My work sits at the intersection of finance and technology — understanding how modern systems, data and process design can truly elevate the way finance teams operate. In my role as an Oracle EPM Senior Consultant, I have supported clients across industries such as aviation, technology, food & agriculture, ventures and hospitality. I specialize in designing and optimizing financial models, creating tailored revenue and expense planning structures, and building solutions that align directly with each client’s business dynamics. Alongside my corporate career, I am building ThinkTrail — a long-term strategic venture focused on finance transformation, Oracle EPM consulting, skill-development, and SME advisory. ThinkTrail is currently in its development and foundation-building phase, where I’m creating its knowledge base, frameworks, methodologies, and future service lines with a structured and responsible approach. The mission behind ThinkTrail is clear: • Enable organizations to modernize their planning, budgeting, consolidation and reporting functions • Equip finance professionals and students with future-ready skills (Oracle EPM, advanced Excel, analytics, Power BI, modern FP&A) • Eventually support SMEs with advisory models that strengthen their financial clarity, decision-making, and competitiveness My focus right now is on building the intellectual capital and strategic backbone for ThinkTrail — shaping offerings, designing problem-solving frameworks, and laying the groundwork for a modern finance consulting brand. This is a long-term entrepreneurial journey that I’m developing step-by-step, aligned with professional ethics and deep industry insight. I believe finance teams deserve systems that work for them, not against them. And the next generation of finance talent deserves skills that make them truly industry-ready. ThinkTrail reflects this vision — combining transformation, capability-building, and a strong mindset shift for the future of finance. If you’re interested in finance transformation, Oracle EPM, FP&A, analytics, skill development, or the evolving world of digital finance, I’m always open to connect and exchange ideas.

Stackforce AI infers this person is a Finance Transformation expert specializing in Oracle EPM solutions across multiple industries.

Location: New Delhi, Delhi, India

Experience: 7 yrs

Skills

Oracle Epm
Financial Consolidation
Financial Planning And Analysis (fp&a)

Career Highlights

Expert in Oracle EPM Cloud solutions.
Driving finance transformation across diverse industries.
Building future-ready finance skills through ThinkTrail.

Work Experience

ThinkTrail

Mentor (1 yr 1 mo)

4i apps solutions | Cloud Solutions Provider

Senior Functional Consultant (1 yr 3 mos)

LTIMindtree

Senior Consultant (1 yr 5 mos)

Infosys Limited

Associate Consultant (1 yr 3 mos)

Sharma Lakhotia and Associates

Ex: Article Assistant (3 yrs 1 mo)

Education

Taxation at The Institute of Chartered Accountants of India

Master's degree at Maharaja Ganga Singh University, Bikaner

Bachelor of Commerce - BCom at Shree Jain P.G. College

CA Rupesh Lakhotia Maheshwari

Associate Consultant

New Delhi, Delhi, India7 yrs experience

Key Highlights

Expert in Oracle EPM Cloud solutions.
Driving finance transformation across diverse industries.
Building future-ready finance skills through ThinkTrail.

Stackforce AI infers this person is a Finance Transformation expert specializing in Oracle EPM solutions across multiple industries.

Contact

Skills

Core Skills

Oracle EpmFinancial ConsolidationFinancial Planning And Analysis (fp&a)

Other Skills

EPBCSFCCSARCSEPRCSSmartviewEnterprise Project Management (EPM)Financial PlanningAnalysis (FP&A)Narrative ReportingData AnalysisManagement Information Systems (MIS)Hyperion PlanningTeam LeadershipStrategic PlanningIT Consulting

About

Experience

7 yrs

Total Experience

1 yr 11 mos

Average Tenure

1 yr 3 mos

Current Experience

Thinktrail

Mentor

Mar 2025 – Present · 1 yr 1 mo · New Delhi, Delhi, India · Remote

SmartviewEnterprise Project Management (EPM)

4i apps solutions | cloud solutions provider

Senior Functional Consultant

Jan 2025 – Present · 1 yr 3 mos · Muscat, Masqaţ, Oman · On-site

Lead Consultant – Oracle EPM (EPBCS, FCCS, ARCS, EPRCS)
Driving end-to-end digital finance transformation for a major Real Estate & Tourism group in Oman, managing a complex landscape of 48 entities across 4 business groups.
Core Responsibilities & Delivery:
Full-Suite Implementation: Leading the design and deployment of EPBCS (Planning) while providing functional and technical oversight for FCCS (Consolidation), ARCS (Reconciliations), and EPRCS (Narrative Reporting).
EPBCS & Strategic Planning: Architecting budgeting and forecasting models for 22 entities, including revenue, workforce, and CAPEX, integrated with CXO Dashboards for real-time MIS.
FCCS & Group Financials: Automating complex consolidations, IC eliminations, and ownership adjustments across diverse business segments.
Governance & Control: Implementing ARCS for sub-ledger to GL reconciliation and EPM Task Manager to streamline group-wide financial close workflows.
Leadership & Strategic Impact:
Onsite Stakeholder Management: Acting as the primary technical-functional lead for CFOs, Group CFO, and the CEO to align EPM solutions with business strategy.
Solution Architecture: Conducting high-level workshops, UAT sessions, and senior management walkthroughs to ensure seamless adoption.
Team Mentorship: Upskilling internal teams on cross-module integration (Functional + Technical) and establishing standardized documentation practices.
Key Highlights:
Scale: 48 Entities | 4 Business Groups | International Onsite Delivery.
Expertise: Integrated EPM Architecting (Planning + Consolidation + Reconciliation).
Impact: 180° shift from manual processes to a unified, automated reporting ecosystem.

Oracle EPMEPBCSFinancial Consolidation

Ltimindtree

Senior Consultant

Aug 2023 – Jan 2025 · 1 yr 5 mos · Noida, Uttar Pradesh, India · Hybrid

Techno-Functional Consultant – Oracle EPBCS
Delivered end-to-end Planning, Budgeting, and Forecasting solutions for large-scale clients in the Manufacturing and Energy sectors, focusing on high-accuracy financial modeling and seamless ERP integration.
Core Responsibilities & Delivery:
Full-Cycle Implementation: Executed the entire project lifecycle—from requirement workshops and fit-gap analysis to UAT, Go-Live, and Hypercare.
Module Specialization (Financials & Workforce): Designed driver-based and trend-based models for revenue, Opex, and complex compensation/headcount planning.
Technical Architecture: Developed all core EPBCS artifacts, including complex Business Rules, Groovy scripts (where applicable), Data Forms, and validation logic.
Cloud Integration: Built automated inbound/outbound data flows between Oracle ERP Cloud, HCM, and EPM using Data Exchange and account mapping.
Strategic Impact & Governance:
Advanced Analytics: Configured "What-if" scenario modeling and variance analysis dashboards to provide CXOs with actionable management insights.
System Optimization: Streamlined financial close and planning cycles by implementing EPM Task Manager workflows and approval hierarchies.
Enablement & Documentation: Authored comprehensive BRDs, SDDs, and User Manuals; conducted Smart View training for finance teams to ensure high system adoption.
Key Highlights:
Industry Focus: Manufacturing & Energy (Complex supply chain and workforce structures).
Tech Stack: Oracle EPBCS (OOTB + Custom), Data Management, Smart View, ERP Cloud Integration.
Outcome: Transitioned clients from manual spreadsheets to a unified, driver-based forecasting ecosystem.
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EPBCSFinancial PlanningAnalysis (FP&A)Financial Planning and Analysis (FP&A)Oracle EPM

Infosys limited

Associate Consultant

May 2022 – Aug 2023 · 1 yr 3 mos · India

Implemented end-to-end Oracle EPBCS solutions for a diversified conglomerate with business verticals across aviation, hospitality, education, real estate and other sectors. Contributed to requirement gathering, solution design, fit–gap analysis, development, testing and user enablement for financial, capex and workforce planning processes.
Key Responsibilities & Contributions
Participated in requirement workshops and analyzed financial models across multiple industries.
Designed and built automated driver-based planning and forecasting models tailored to each business area.
Documented business requirements, design structures, process flows and technical details for clarity and future reference.
Developed core EPBCS artifacts including data forms, dashboards, reports and business rules to streamline budgeting.
Supported RFP preparation and delivered solution demos/workshops for potential clients.
Developed variance analysis and what-if scenario models to support performance insights.
Managed metadata creation and configuration using SmartView, import/export utilities and application features.
Designed and delivered custom planning solutions for IFRS 9 (Expected Credit Loss) and IFRS 16 (Leases).